See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,605 | $78,705-53.5% | $117,854-68.9% | $70,131-47.8% |
| Participation rate | 64.0% | 73.2%-9.2pp | 79.7%-15.7pp | 69.5%-5.5pp |
| Annual return | 19.32% | 23.30%-4.0pp | 335.08%-315.8pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,700 | $2,223-23.5% | $3,786-55.1% | $2,342-27.4% |
| Participant deferral / active EE | $4,281 | $3,297+29.8% | $4,482-4.5% | $3,332+28.5% |
| Admin fee / account holder | $548 | $5,065-89.2% | $8,020-93.2% | $4,645-88.2% |